Financial Reality Check

Name

Email

Phone Number

If business income stopped for the next 6 months, would your personal investments comfortably cover your expenses?

Yes No

Is over 70% of your net worth tied up in your business and real estate?

Yes No

If something happened to you today, can your wife/husband or family easily access, understand, and manage your investments?

Yes No

Do you consistently invest outside of your business and real estate — in assets that offer liquidity and long-term growth?

Yes No

Do you know how much of your money is actually growing — and how much is sitting idle or depreciating?

Yes No

Do you have a personal wealth coach (not your CA or business consultant) focused only on your family's monetary goals?

Yes No